CRM & Sales Hub

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Deal Type Definitions?
- Curious how folks would use the Deal Type property in our circumstances. We have an advertising business. All purchases are for a single campaign; our customers typically purchase once yearly. With regards to the Dealy Type, my thought is that we should apply New Business to any deal associated with an organization that has never purchased from us before, and Existing Business for organizations that have. Is anyone with a similar busin ...read more
Field Sales Management Tool with HubSpot Intergation
- Dear HubSpot-Community, we are looking for a field sales management software tool that can be easily integrated into HubSpot. The tool should support our field sales manager with the geo mapping of contacts, optimized routing and territory management. Furthermore, we have high standards regarding data protection since we are operating in the health care industry (Germany). Would be great to get some reccomendations and feedback on exisiting ...read more
Can the same sequence run simultaneously?
- Can the same sequence be running multiple times? For example: Can I start "Sequence 1" today with "x" contacts and then tomorrow start "Sequence 1" with "y" contacts? The sequence takes 28 days to finish. Or would it be better to use a workflow? ...read more
Track MQLs and SQLs per SDR
- Hello! I would like to get some insights whether its possible to track how many MQLs and SQLs the SDRs in our company have. Tricky part here, is that our SDRs work the MQLs until they become SQLs, then the AE takes over the SQLs. With that in mind, when an SDR converts an MQL to an SQL, the SQL will be transferred to the AE, and will not belong to the SDR anymore. Is there a way to track how many MQLs and SQLs are SDRs are having/prod ...read more
list of 5 disqualification and 5 winback reasons
- Can anyone suggest a list of 5 disqualification and 5 winback reasons that Sales people should fill out (for data analytics) - they only fill out 1 reasons of course, if they move deals to these stages. ...read more

CharlotteJ on January 17, 2022

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more

Reply Discussion Announcement Sales

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CharlotteJ on December 14, 2021

Sales Hub Pro - Onboarding step 1 : Strong foundations

Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more

Reply Discussion Getting Started Sales

10 upvotes

6 Replies

PrashP on March 26, 2023

Use Hubspot Team in filtering Deal Records

Ive setup some deal reports but am having some issues with filtering by HubSpot Team? Is it possible to use Hubspot Team property with Deal Records?

Reply Discussion Enterprise

0 upvote

5 Replies

karstenkoehler

Hall of Famer | Partner

March 26, 2023

No, @PrashP , it's a default property alright: If you're a super admin, I'd recommend logging another ticket with HubSpot support. ...read more

AMulready on March 26, 2023

Correct email address spelling

Is there a way from a workflow to fix the typos for email addresses. We have a lot of "gmai.com" in our database and the data checker suggests removing (counter-productive) and support recommended export/fix/reimport but this isn't a live option. read more

Reply Discussion best practices

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karstenkoehler

Hall of Famer | Partner

March 26, 2023

Hi @AMulready , In Operations Hub Professional, you can use data formatting in workflows to achieve this: https://knowledge.hubspot.com/workf...read more

treeguy on March 26, 2023

Automatically scan emails?

Hi Folks, CRM newbie here, doing customer discovery for my startup. I don't use the email clients for which there are plugins, though I do use gmail. I've linked my gmail account to hubspot. Will hubspot now automatically scan my emails for conv read more

Reply Discussion Free

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karstenkoehler

Hall of Famer | Partner

March 26, 2023

Hi @treeguy , The HubSpot sales email extensions have setting for automatically logging newly sent emails. If you're not using the HubSpot sal...read more

Vai_Vi on March 26, 2023

Is there a way to limit deal to be mandatorily created in specific stages

Hello! Is there a way we can restrict Deal Stage to a specific stage at the time of Deal Creation. Is there also a way to restrict Deal movementin the pipeline to move linearly, i.e. they can't skip a specific stage? Appreciate support f read more

Reply Discussion CRM Deals Sales

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AppuMurugan on March 26, 2023

workflow for Demo Deal stage

I want to create a task automatically for the deal owner in every 5 working days (recurring ) if the deal stage is a demo.

Reply Discussion Professional

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

March 26, 2023

Hi @AppuMurugan , "former" referred to a recurring task, "latter" to creating separate tasks on a recurring basis. Best regards!

airwolfke on March 26, 2023

Collect data from postmail & voicemail responses

I'm looking for an integretation of a local number into HS. I know HS has the ability to get a HS number, but not in my country Belgium unfortunantly. My goal: 1) I need to send letter by mail to over 1000 people where I need to get the c read more

Reply Discussion Starter

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